+28.0%
EMR vs NIO
-53.2%
+81.2%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.9% | +5.8% | +0.4% |
| 7D | +2.7% | -4.7% | +7.3% | +3.1% |
| 30D | +2.1% | -14.3% | +16.4% | +3.3% |
| 3M | +2.3% | -32.8% | +35.1% | +5.0% |
| 6M | +22.5% | -49.8% | +72.3% | +28.6% |
| YTD | +27.2% | -40.2% | +67.4% | +32.1% |
| 1Y | +28.0% | -52.7% | +80.7% | +41.1% |
| All | +28.0% | -53.2% | +81.2% | +41.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded NIO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling